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About IFPHK
Vision & MissionsLeading organization to promote importance of financial planning...BackgroundIFPHK's development and important milestones Governing StructureIFPHK is governed by Board of Directors and 5 committees AI & Fintech and ESG StatementIFPHK's ESG Statement - Reinforcing Commitment to Sustainability Job VacanciesIFPHK's openings Contact IFPHKFeel free to contact us at all time
Certifications and Designation
CFP CertificationCFP Certification is the world's oldest and most-recognized advanced certification for financial planners.....AFP CertificationAFP professionals are attuned to the environment of the Hong Kong domestic market and the unique needs of consumers.....QRA DesignationQRA Education Program and Examination is designed for individuals who have a keen interest in starting their career in the retirement adviser space in Hong Kong.IFPHK / CII Joint MembershipFAIQ is an internationally-recognized certificate to be jointly awarded on successful completion by the UK-based CII and IFPHK.....
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Types of MembershipMembership of IFPHK is available to anyone interested in their own professional development or the development of Financial Planning as a profession
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Professional Development
Continuing Education Program CalendarPlan your training and pick topics to fit your schedule Corporate TrainingIFPHK offers tailored training services to companies Trainers RecruitmentJoin IFPHK in upholding the industry's standard Enroll NowCourse Enrollment Form Venue RentalIFPHK offer venue rental General NotesGeneral Notes
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Basic Knowledge of Financial PlanningTo know more about Financial Planning ComplaintSubmit your complaints to us
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Basic Knowledge of Financial Planning Complaint

Basic Knowledge of Financial Planning

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CFP^®、CERTIFIED FINANCIAL PLANNER^®、

、

、AFP^®、ASSOCIATE FINANCIAL PLANNER^®、 AFP logo

and

are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks and AFP marks in Hong Kong and Macau, through agreement with FPSB.

“QRA^®”, “QUALIFIED RETIREMENT ADVISER”, “ QRA logo

”, “

” and “核准退休顧問” are marks owned by the Institute of Financial Planners of Hong Kong. All Rights Reserved.

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